See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,445 | $183,519-78.5% | $155,509-74.6% | $145,922-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.47% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,020 | $5,313+13.3% | $4,672+28.8% | $4,660+29.2% |
| Participant deferral / active EE | $3,189 | $6,462-50.7% | $5,626-43.3% | $6,688-52.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |